PAYH — Elevation Series Trust 机构持仓 · 2026年Q2
谁持有 Elevation Series Trust（PAYH）？2026年Q2（报告期截至 2026-06-30）共有 22 家机构在 SEC 13F 申报中报告持有，合计 1,555.82 万美元。前几大持有机构：AE Wealth Management LLC（580.00 万美元）、Morgan Stanley（320.00 万美元）、Mid-American Wealth Advisory Group, Inc.（240.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $5.8M | 233,739 | 减持 |
| 2 | MORGAN STANLEY | $3.2M | 129,741 | 增持 |
| 3 | Mid-American Wealth Advisory Group, Inc. | $2.4M | 98,406 | 新建仓 |
| 4 | Lloyd Advisory Services, LLC. | $1.5M | 60,620 | 增持 |
| 5 | B.O.S.S. Retirement Advisors, LLC | $482,434 | 19,469 | 减持 |
| 6 | HOWARD BAILEY SECURITIES, LLC | $448,652 | 18,105 | 减持 |
| 7 | Authentikos Wealth Advisory, LLC | $352,644 | 14,231 | 减持 |
| 8 | Integrated Wealth Management | $236,536 | 9,545 | 新建仓 |
| 9 | Elevated Capital Advisors, LLC | $235,496 | 9,503 | 增持 |
| 10 | Great Lakes Retirement, Inc. | $232,240 | 9,372 | 减持 |
| 11 | TOUNJIAN ADVISORY PARTNERS, LLC | $164,376 | 6,633 | 新建仓 |
| 12 | JPMORGAN CHASE & CO | $138,865 | 5,611 | 增持 |
| 13 | Kingdom Financial Group LLC. | $82,047 | 3,311 | 减持 |
| 14 | IFG Advisory, LLC | $74,690 | 3,014 | 新建仓 |
| 15 | Montgomery Financial Services LLC | $55,433 | 2,237 | 新建仓 |
| 16 | POM Investment Strategies, LLC | $43,910 | 1,772 | 新建仓 |
| 17 | Decker Retirement Planning Inc. | $24,483 | 988 | 新建仓 |
| 18 | Networth Advisors, LLC | $18,404 | 743 | 减持 |
| 19 | Key Capital Management, INC | $14,323 | 578 | 新建仓 |
| 20 | Quest 10 Wealth Builders, Inc. | $6,022 | 243 | 减持 |
| 21 | EVOLUTION WEALTH MANAGEMENT INC. | $0 | 0 | 清仓 |
| 22 | GOLDMAN SACHS GROUP INC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30